Azure OpenAI-Based Copilot Boosts Research and Communication Speed for Sales and AM

Summary

ScienceSoft built a custom Sales Copilot powered by Azure OpenAI that is integrated with the company’s on-premises SharePoint storage and Microsoft Teams. The solution helps sales and account management teams respond to client requests faster and with higher relevance by automatically enriching responses with references to ScienceSoft’s case studies, concise expertise summaries, and suggested next steps.

About ScienceSoft

ScienceSoft is a global IT consulting and software development company that has been in the market since 1989. ScienceSoft is among the world’s top providers of outsourcing and advisory services alongside Deloitte Consulting, BCG, and KPMG International. The company provides services to businesses across 30+ industries, including healthcare, BFSI, manufacturing, and retail. Among its prominent clients are NASA JPL, PerkinElmer, Baxter, Leo Burnett, IBM, eBay, and one of the top three global asset managers with over $5 trillion in AUM.

To explore the business value of generative AI, ScienceSoft’s management launched an internal initiative to equip its sales and account management teams with an AI-powered assistant. Instead of relying on an out-of-the-box product, ScienceSoft built a custom Sales Copilot based on Azure OpenAI and integrated with the company’s on-premises SharePoint and Microsoft Teams solutions. Sales Copilot was designed to help prepare faster and more relevant client communications by automatically enriching responses with case studies and summaries of ScienceSoft’s expertise.

Adoption of Sales Copilot at ScienceSoft

The implementation of the Sales Copilot did not require major changes to the existing Microsoft environment. ScienceSoft’s IT team integrated Azure OpenAI with on-premises SharePoint to ensure secure access to project files and added a Teams extension as the user interface. Role-based access management was configured to control data visibility and safeguard sensitive information.

Preparing Client-Ready Responses

When discussing potential projects with prospects, sales teams need to quickly demonstrate ScienceSoft’s relevant experience and propose a clear path forward. Previously, sales representatives had to spend considerable time searching through a database of more than 3,500 case studies or contacting the marketing team for support.

Now, the process is handled by the Sales Copilot directly in Teams. A sales manager can submit a short query describing the client’s request, and the Copilot instantly generates a polished draft message. The response typically begins with a short summary of ScienceSoft’s expertise in the requested domain, which sets the context for the communication. It then highlights a carefully chosen set of case studies pulled from the company’s internal database, ensuring that the examples are both relevant and credible. Alongside the case studies, the tool suggests a sample sequence of next steps — from arranging an introductory call to planning a discovery session — which helps sales representatives guide prospects through the early stages of cooperation in a structured and confident way.

With this functionality, Sales Copilot eliminates the need for manual compilation and editing of experience summaries, speeds up response times, and allows sales managers to focus on tailoring their communication to the specific client’s context.

Sales Copilot Improves the Quality and Speed of Client Communication

With Sales Copilot, ScienceSoft’s sales and account management teams no longer need to spend time compiling case study selections manually or drafting emails from scratch. The tool now generates prospect-ready messages directly in Teams: it summarizes relevant experience, highlights fitting case studies, and often suggests natural next steps to move the conversation forward.

As a result, the first communication with a prospect has become faster to prepare, richer in content, and more consistent across the sales team. By ensuring that most initial emails include concrete evidence of ScienceSoft’s experience, Sales Copilot strengthens the company’s credibility and helps create stronger engagement from the very beginning of the client relationship.

Technologies and Tools

Azure OpenAI, Microsoft Teams, SharePoint.